Purchases and Sales Made in Q4 2023 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 2023. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG SHORT TE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
456New |
$21K - $21.8K
|
456
$21.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
433+ 2.05% |
$20K - $20.7K
|
21.6K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
417+ 2.09% |
$19.2K - $20K
|
20.3K
$966K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
399+ 2.9% |
$18.4K - $19.1K
|
14.1K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
378+ 3.79% |
$17.4K - $18.1K
|
10.4K
$492K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
320+ 5.76% |
$14.8K - $15.3K
|
5.87K
$279K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
306New |
$14.1K - $14.6K
|
306
$14.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
282+ 1.3% |
$13K - $13.5K
|
22K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
275+ 1.38% |
$12.7K - $13.2K
|
20.2K
$961K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
270+ 1.51% |
$12.5K - $12.9K
|
18.2K
$862K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
231New |
$10.7K - $11.1K
|
231
$11K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
229+ 42.64% |
$10.6K - $11K
|
766
$36.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
200+ 7.55% |
$9.22K - $9.57K
|
2.85K
$135K
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
194+ 1.15% |
$8.95K - $9.28K
|
17K
$808K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
165+ 28.4% |
$7.61K - $7.9K
|
746
$35.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
155New |
$7.15K - $7.42K
|
155
$7.36K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
131+ 0.39% |
$6.04K - $6.27K
|
33.8K
$1.61M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
103+ 0.77% |
$4.75K - $4.93K
|
13.5K
$640K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
43+ 0.47% |
$1.98K - $2.06K
|
9.22K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
40New |
$1.84K - $1.91K
|
40
$1.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
31+ 0.13% |
$1.43K - $1.48K
|
23.6K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
22+ 0.22% |
$1.01K - $1.05K
|
10.2K
$486K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22New |
$1.01K - $1.05K
|
22
$1.04K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11New |
$507 - $526
|
11
$522
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
9New |
$415 - $431
|
9
$427
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$415 - $431
|
9
$427
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8+ 3.08% |
$369 - $383
|
268
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7+ 0.13% |
$323 - $335
|
5.45K
$259K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
5+ 0.23% |
$231 - $239
|
2.18K
$103K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.53% |
$46.1 - $47.9
|
190
$9.02K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.11% |
$46.1 - $47.9
|
940
$44.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$46.1 - $47.9
|
6.95K
$330K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.7% |
$46.1 - $47.9
|
144
$6.84K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.45% |
$46.1 - $47.9
|
224
$10.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$46.1 - $47.9
|
1
$47.5
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9- 0.07% |
$415 - $431
|
13.8K
$654K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-23- 15.86% |
$1.06K - $1.1K
|
122
$5.79K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-38Closed |
$1.75K - $1.82K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-61- 61.0% |
$2.81K - $2.92K
|
39
$1.85K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-64- 5.95% |
$2.95K - $3.06K
|
1.01K
$48K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-86- 3.33% |
$3.97K - $4.12K
|
2.5K
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 20.0% |
$4.61K - $4.79K
|
400
$19K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-100- 0.12% |
$4.61K - $4.79K
|
86.4K
$4.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-101- 0.55% |
$4.66K - $4.83K
|
18.2K
$862K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-104- 2.26% |
$4.8K - $4.98K
|
4.49K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-106- 1.13% |
$4.89K - $5.07K
|
9.31K
$442K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-159- 1.82% |
$7.33K - $7.61K
|
8.55K
$406K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-188- 36.65% |
$8.67K - $9K
|
325
$15.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-196- 3.8% |
$9.04K - $9.38K
|
4.96K
$236K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-200- 2.62% |
$9.22K - $9.57K
|
7.42K
$352K
|